Ariel Appreciation Fund Quote
| CAAIX Fund | USD 40.91 0.48 1.16% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Ariel Appreciation is trading at 40.91 as of the 1st of February 2025; that is 1.16 percent down since the beginning of the trading day. The fund's open price was 41.39. Ariel Appreciation has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. More on Ariel Appreciation Fund
Moving together with Ariel Mutual Fund
Ariel Mutual Fund Highlights
| Fund Concentration | Ariel Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Ariel Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Ariel Appreciation Fund [CAAIX] is traded in USA and was established 1st of February 2025. Ariel Appreciation is listed under Ariel Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Ariel Investments family. This fund currently has accumulated 1.11 B in assets under management (AUM) with minimum initial investment of 1000 K. Ariel Appreciation is currently producing year-to-date (YTD) return of 4.46% with the current yeild of 0.01%, while the total return for the last 3 years was 3.82%.
Check Ariel Appreciation Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ariel Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ariel Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ariel Appreciation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ariel Appreciation Fund Mutual Fund Constituents
| KEYS | Keysight Technologies | Stock | Information Technology | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| OMC | Omnicom Group | Stock | Communication Services | |
| MAT | Mattel Inc | Stock | Consumer Discretionary | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| SRCL | Stericycle | Stock | Industrials | |
| SJM | JM Smucker | Stock | Consumer Staples |
Ariel Appreciation Risk Profiles
| Mean Deviation | 0.8281 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.12 | |||
| Risk Adjusted Performance | (0) |
Ariel Appreciation Against Markets
Other Information on Investing in Ariel Mutual Fund
Ariel Appreciation financial ratios help investors to determine whether Ariel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ariel with respect to the benefits of owning Ariel Appreciation security.
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